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Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
3626
Juncture Wealth Strategies
Arizona
$723K +$642K +2,524 New
LSA
3627
Lion Street Advisors
Texas
$721K +$676K +2,661 New
WWM
3628
WJ Wealth Management
Arizona
$720K +$8.13K +32 +1%
FS
3629
Ferguson Shapiro
Georgia
$719K +$763 +3 +0.1%
VCG
3630
Vantage Consulting Group
Virginia
$716K +$166K +655 +33%
CRIG
3631
Charter Research & Investment Group
Connecticut
$711K +$15.8K +62 +2%
VPI
3632
Value Partners Investments
Manitoba, Canada
$710K +$120K +472 +22%
AL
3633
Arnhold LLC
New York
$704K – – –
FPIS
3634
Financial Planning & Information Services
Wisconsin
$702K -$1.27K -5 -0.2%
SWA
3635
Sightline Wealth Advisors
Connecticut
$701K +$254 +1 +0%
OGF
3636
Orin Green Financial
California
$696K -$113K -445 -15%
ST
3637
Sageworth Trust
Pennsylvania
$696K -$56.2K -221 -8%
OFS
3638
Oldfather Financial Services
Nebraska
$696K -$4.83K -19 -0.8%
CCG
3639
Capital CS Group
California
$694K +$651K +2,561 New
SC
3640
Samlyn Capital
New York
$693K -$1.66M -6,529 -72%
RA
3641
Riversedge Advisors
Delaware
$688K +$72.4K +285 +13%
NQWM
3642
Northwest Quadrant Wealth Management
Oregon
$687K +$1.27K +5 +0.2%
KWP
3643
Keystone Wealth Partners
Arizona
$686K +$140K +549 +28%
AFS
3644
Annapolis Financial Services
Maryland
$685K -$508 -2 -0.1%
NFGCM
3645
Norman Fields Gottscho Capital Management
New York
$684K – – –
MFGP
3646
Marshall Financial Group (Pennsylvania)
Pennsylvania
$682K – – –
PIC
3647
Portland Investment Counsel
Ontario, Canada
$681K – – –
EGWAG
3648
Elwood & Goetz Wealth Advisory Group
Georgia
$680K – – –
DA
3649
Doliver Advisors
Texas
$678K +$110K +432 +21%
CCA
3650
Covey Capital Advisors
Georgia
$677K -$635K -2,500 Closed
144 145
146
147 148